#nvidia

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#artificial-intelligence
fromFortune
4 days ago
Business

All eyes on Wall Street turn to Nvidia with AI superstar finally due to report earnings | Fortune

fromFortune
4 days ago
Business

All eyes on Wall Street turn to Nvidia with AI superstar finally due to report earnings | Fortune

#michael-burry
fromBusiness Insider
4 days ago
Artificial intelligence

'Big Short' investor Michael Burry takes aim at Nvidia after its earnings blowout

Michael Burry warns AI stocks face a bubble while Nvidia posts record earnings and executives defend long GPU lifespans and massive AI infrastructure demand.
from24/7 Wall St.
6 days ago
Business

Is Michael Burry Shutting His Fund Just Before He's About to Be Proved Right?

Michael Burry closed his hedge fund, returned outside capital, and will pursue contrarian AI-bubble-focused trades privately using his own capital.
US news
fromwww.npr.org
1 day ago

Here's why concerns about an AI bubble are bigger than ever

AI investment has surged, industry leaders deny a bubble, but critics warn massive speculative capital and uncertain technology improvements risk an overhyped investment frenzy.
#stock-market
fromFortune
1 day ago
US news

Wall Street eyes a possible culprit in this week's head-spinning stock market reversal: Bitcoin | Fortune

fromFortune
3 days ago
Artificial intelligence

Nvidia turns negative after Ray Dalio warns the latest market boom is a 'big bubble with big wealth gaps' poised for a politically explosive bust | Fortune

fromFortune
4 days ago
US news

U.S. stocks follow Asia, Europe down on fear that Nvidia, other superstars are overvalued | Fortune

fromFortune
1 day ago
US news

Wall Street eyes a possible culprit in this week's head-spinning stock market reversal: Bitcoin | Fortune

fromFortune
3 days ago
Artificial intelligence

Nvidia turns negative after Ray Dalio warns the latest market boom is a 'big bubble with big wealth gaps' poised for a politically explosive bust | Fortune

fromFortune
4 days ago
US news

U.S. stocks follow Asia, Europe down on fear that Nvidia, other superstars are overvalued | Fortune

Artificial intelligence
fromTheregister
2 days ago

Copackaged optics have officially found their killer app

Co-packaged optical (CPO) switching is being adopted to cut power and enable extremely high-speed GPU network ports, solving AI datacenter scaling and cabling limits.
#ai-bubble
fromFortune
2 days ago
Artificial intelligence

Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune

fromFast Company
3 days ago
Business

Stock market today: AI bubble fears, rate cut probability whipsaw 'Mag 7' tech giants. Here's the latest

fromFortune
3 days ago
Business

Global stocks in meltdown as Wall Street bails out of crypto and AI: 'The bubbly is on ice' | Fortune

fromFortune
2 days ago
Artificial intelligence

Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune

fromFast Company
3 days ago
Business

Stock market today: AI bubble fears, rate cut probability whipsaw 'Mag 7' tech giants. Here's the latest

fromFortune
3 days ago
Business

Global stocks in meltdown as Wall Street bails out of crypto and AI: 'The bubbly is on ice' | Fortune

#ai
fromwww.theguardian.com
4 days ago
Artificial intelligence

Markets rally after Nvidia's strong results calm AI bubble fears, and investors await US jobs report business live

fromTechCrunch
4 days ago
Artificial intelligence

Nvidia's record $57B revenue and upbeat forecast quiets AI bubble talk | TechCrunch

fromwww.theguardian.com
4 days ago
Artificial intelligence

Markets rally after Nvidia's strong results calm AI bubble fears, and investors await US jobs report business live

fromTechCrunch
4 days ago
Artificial intelligence

Nvidia's record $57B revenue and upbeat forecast quiets AI bubble talk | TechCrunch

#market-volatility
fromFortune
2 days ago
Business

Why Nvidia stock is being punished after a blockbuster earnings report | Fortune

Nvidia's outsized gains and market weight drive profit-taking that disproportionately drags broader indices, even amid resilient overall market performance and long-term AI optimism.
from24/7 Wall St.
3 days ago
Business

Here Are Friday's Top Wall Street Analysts Research Calls: Advanced Micro Devices, Block, Broadcom, Exact Sciences, Hologic, Palo Alto Networks and More

Futures rose amid volatile trading after NVIDIA earnings, a stronger-than-expected jobs report, and Fed comments suggesting possible future rate cuts.
fromFortune
2 days ago
Business

Why Nvidia stock is being punished after a blockbuster earnings report | Fortune

from24/7 Wall St.
3 days ago
Business

Here Are Friday's Top Wall Street Analysts Research Calls: Advanced Micro Devices, Block, Broadcom, Exact Sciences, Hologic, Palo Alto Networks and More

Artificial intelligence
from24/7 Wall St.
2 days ago

Did Jensen Huang Just Put to Rest the "AI Bubble" Fears?

Nvidia's strong quarter triggered volatile stock moves, underscoring AI valuation concerns and implying the market may undergo a normal correction rather than a bubble collapse.
Business
from24/7 Wall St.
2 days ago

Wall Street is Pounding the Table Over NVDA, CVNA, DOCS

Major indices rose as the Federal Reserve signaled a potential December rate cut, boosting AI stocks and prompting analyst upgrades to NVIDIA, Carvana, and Doximity.
#ai-chips
fromFortune
4 days ago
Artificial intelligence

Nvidia says it has 'visibility to a half a trillion dollars' in revenue through 2026. That would make it one of America's biggest companies | Fortune

fromFortune
4 days ago
Artificial intelligence

Nvidia says it has 'visibility to a half a trillion dollars' in revenue through 2026. That would make it one of America's biggest companies | Fortune

Artificial intelligence
from24/7 Wall St.
3 days ago

Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (Nov 21)

Nvidia dominates AI accelerators, drives massive data-center revenue growth, but faces China access, margin, and sustainability challenges despite a market-cap rebound.
Artificial intelligence
fromTechzine Global
3 days ago

AI suppliers take a hit on the stock market after Nvidia plunge

Nvidia-driven AI exuberance triggered a sharp semiconductor sell-off as cooling investor sentiment and financial-market risks hit Nvidia-linked companies.
Law
fromWIRED
3 days ago

Four Indicted In Alleged Conspiracy To Smuggle Supercomputers and Nvidia Chips to China

Four defendants face charges for allegedly violating export control laws by exporting Nvidia chips, potentially facing up to 20 years in prison.
Artificial intelligence
fromThe Verge
3 days ago

Feds charge four with illegally smuggling Nvidia AI chips to China

Four people, including an Alabama AI infrastructure CEO, are charged with illegally smuggling Nvidia GPUs and HP supercomputers from the US to China.
Artificial intelligence
fromFortune
3 days ago

The 'loopification' of AI is making me dizzy | Fortune

AI companies are forming closed-loop partnerships where firms simultaneously act as partners, vendors, and customers, creating interdependent commercial ecosystems to secure GPU demand.
US news
fromwww.mercurynews.com
3 days ago

US stocks rally as Nvidia earnings ease AI bubble worries

Nvidia's strong earnings and a solid jobs report drove broad US stock gains, easing AI-bubble fears and lifting megacap and semiconductor stocks.
fromTheregister
3 days ago

Nvidia hotfix tackles Windows 11 gaming slowdown

GPU giant Nvidia acknowledged that the update caused dips in gaming performance for some and has pushed out a hotfix based on version 581.80 of its Game Ready Driver. First spotted by Windows Latest, the hotfix is a quick and dirty (or, in official parlance, "run through a much abbreviated QA process") patch to address some specific issues. In this case, the Windows 11 October update is slowing down games.
Gadgets
#ai-hardware
fromBusiness Insider
5 days ago
Artificial intelligence

Wall Street analysts are still bullish on Nvidia heading into Q3 earnings, even as investors turn skittish

fromBusiness Insider
5 days ago
Artificial intelligence

Wall Street analysts are still bullish on Nvidia heading into Q3 earnings, even as investors turn skittish

Business
from24/7 Wall St.
4 days ago

Wall Street Still Loves Nvidia After Incredible Earnings Report

Nvidia delivered large revenue and EPS beats with higher guidance, prompting bullish analyst ratings; Bullish and Palo Alto Networks also received upgrades or buy reiterations.
Business
from24/7 Wall St.
4 days ago

Stock Market Live November 20: S&P 500 (VOO) Surges on Strong Jobs, Nvidia Reports

Strong earnings, upbeat Nvidia guidance, and a stronger-than-expected jobs report propelled U.S. stocks higher in premarket trading.
#gpus
fromFortune
4 days ago
Tech industry

Nvidia faces down bubble talk with 65% profit leap and 62% jump in revenue | Fortune

fromWIRED
4 days ago
Artificial intelligence

Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical

fromFortune
4 days ago
Tech industry

Nvidia faces down bubble talk with 65% profit leap and 62% jump in revenue | Fortune

fromWIRED
4 days ago
Artificial intelligence

Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical

Artificial intelligence
fromFast Company
4 days ago

Nvidia's rising stock price takes fellow chip giants along for ride as renewed AI enthusiasm fuels fresh rally

Nvidia beat Q3 expectations with $57.01 billion revenue and $1.30 adjusted EPS, raised Q4 guidance to about $65 billion, and shares jumped in premarket trading.
#equities
from24/7 Wall St.
4 days ago
Business

Here Are Thursday's Top Wall Street Analyst Research Calls: AON, Apollo Global, Bullish, Jack Henry, Marsh & McClennan, Nasdaq, NVIDIA, and More

from24/7 Wall St.
1 week ago
Business

Here Are Mondays Top Wall Street Analyst Research Calls: AppLovin, Block, Broadcom, DataDog, Dell Technologies, Gap, Pure Storage and More

from24/7 Wall St.
4 days ago
Business

Here Are Thursday's Top Wall Street Analyst Research Calls: AON, Apollo Global, Bullish, Jack Henry, Marsh & McClennan, Nasdaq, NVIDIA, and More

from24/7 Wall St.
1 week ago
Business

Here Are Mondays Top Wall Street Analyst Research Calls: AppLovin, Block, Broadcom, DataDog, Dell Technologies, Gap, Pure Storage and More

Silicon Valley
fromTechzine Global
4 days ago

Earnings: Nvidia fuels AI hype, Lenovo rises, Palo Alto signs deal

Nvidia's record revenue and Blackwell GPU sales far exceeded expectations, boosting market value, while Lenovo's ISG shows modest profit and rapid liquid-cooled AI server growth.
Artificial intelligence
fromBusiness Insider
4 days ago

Wall Street says Nvidia's blockbuster earnings prove the AI boom is nowhere near its peak

Nvidia's record revenue, data-center strength, and bullish guidance indicate accelerating AI demand and continued expansion of AI infrastructure investment.
Startup companies
fromFortune
4 days ago

Why Nvidia CEO Jensen Huang namechecked this Saudi AI startup three times in his earnings call | Fortune

Saudi-backed startup Humain aims to become a major global AI data center provider, securing large Nvidia and Amazon chip deals and partnerships with xAI.
#ai-infrastructure
fromFortune
4 days ago
Artificial intelligence

Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator' | Fortune

fromFortune
4 days ago
Artificial intelligence

Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator' | Fortune

from24/7 Wall St.
4 days ago

A Highly Correlated Earnings Day

With Nvidia (NASDAQ: NVDA) earnings on the horizon at 4pm EST today, it seems that nearly all markets are desperately waiting for the behemoth to let us all know how they did, and what they think the future will hold. Without any major macro events for quite some time, BTC's near term price action will be foreshadowed by the Q3 earnings call, as BTC has had quite a significant correlation to NVDA in the past few years.
Cryptocurrency
Tech industry
from24/7 Wall St.
4 days ago

3 Best Performing AI Stocks In the Nasdaq Composite

Nvidia, Palantir, and Broadcom lead Nasdaq AI gains as surging demand for GPUs and AI data-center services drives revenue, margins, and stock performance.
Business
from24/7 Wall St.
4 days ago

Wall Street Loves Nvidia Heading into Earnings

Analysts repeatedly upgraded and raised price targets on Nvidia ahead of earnings, citing strong AI infrastructure demand and large order books driving elevated sales expectations.
US news
from24/7 Wall St.
5 days ago

Stock Market Live November 19: S&P 500 (VOO) Opens Higher as Investors Await Nvidia Earnings

S&P 500 snapped a four-day losing streak as VOO rose 0.2%, Nvidia gained 2% amid bullish options and AI sentiment, while earnings from Lowe's and Williams-Sonoma influenced stocks.
Software development
fromZDNET
5 days ago

Linus Torvalds is surprisingly optimistic about vibe coding - except for this one 'horrible' use

Rust is becoming a mainstream part of the Linux kernel; AI can engage new developers and has spurred Nvidia's significant Linux-kernel contributions.
#anthropic
fromThe Verge
6 days ago
Artificial intelligence

Microsoft's new Anthropic partnership brings Claude AI models to Azure

fromThe Verge
6 days ago
Artificial intelligence

Microsoft's new Anthropic partnership brings Claude AI models to Azure

Artificial intelligence
fromFast Company
5 days ago

Microsoft partners with Anthropic and Nvidia on cloud infrastructure deal, shifting further away from OpenAI

Microsoft, Anthropic and Nvidia formed a major Azure cloud partnership: Anthropic committed $30 billion, Nvidia up to $10 billion, Microsoft up to $5 billion.
Business
from24/7 Wall St.
5 days ago

Nokia Runs 50%, Pays a Dividend, and Investors Still Love The Stock

Nvidia's $1B equity purchase and collaboration propelled Nokia into an AI/6G growth thesis while shares, dividends, and social sentiment remain strong.
fromwww.mercurynews.com
5 days ago

Microsoft partners with Anthropic and Nvidia in cloud infrastructure deal

This is all about deepening our commitment to bringing the best infrastructure, model choice and applications to our customers, Nadella said on a video call with the other two executives, adding that it builds on the critical partnership Microsoft still has with OpenAI.
Artificial intelligence
US news
fromFast Company
5 days ago

Stock market slips again as Nvidia, bitcoin, and other stars keep falling

U.S. stocks fell as Nvidia, bitcoin and other high-fliers declined amid concerns of overheating AI-driven valuations and weaker corporate profits.
from24/7 Wall St.
6 days ago

Lisa Su Thinks AI is the "Right Gamble." Should Investors Shed Their Fear of Heavy AI Spend?

As to whether Advanced Micro Devices will be able to clock in 35% in annualized revenue growth over the next five years (on the high end) remains the big question mark. If the next generation of MI300 accelerators sells well and corporate adoption of AI accelerates further, I think there's still a chance that sales will surprise to the upside.
Artificial intelligence
Business
from24/7 Wall St.
6 days ago

Live Nasdaq Composite: Tech Struggles Amid Risk-Off Climate

Technology stocks are falling amid broader market declines while AI partnerships and investments advance, and outages and earnings expectations influence individual tech company performance.
Tech industry
fromFast Company
6 days ago

Nvidia earnings: As AI stocks slide and Wall Street holds its breath, here's what top analysts expect

Nvidia will report fiscal Q3 2026 results Nov 19; results could either reinforce AI infrastructure growth or trigger broad AI-sector stock declines.
Business intelligence
from24/7 Wall St.
6 days ago

Here Are Tuesday's Top Wall Street Analyst Research Calls: Alphabet, Amazon.com, Deckers Outdoors, DraftKings, Microsoft, Qualys, Zscaler and More

Major tech stocks sold off after large investors exited positions while markets await delayed economic data and Treasury yields fell; oil and gas prices declined.
Tech industry
from24/7 Wall St.
6 days ago

Is Nvidia Stock a Buy, Sell or Hold Ahead of Earnings?

Nvidia's upcoming earnings and management commentary could determine AI demand momentum and significantly influence the broader tech market and Nasdaq direction.
Artificial intelligence
fromComputerworld
6 days ago

Nvidia's new AI physics model can help design chips and a whole lot more

Nvidia's Apollo open-source physics AI models aim to accelerate simulations across many scientific and industrial fields while raising vendor lock-in concerns.
Artificial intelligence
from24/7 Wall St.
6 days ago

$75,000 to Invest for Retirement: Is Nvidia or Broadcom the Better Pick?

Nvidia and Broadcom surged dramatically from AI adoption; Nvidia dominates GPUs and revenue growth, while both offer long-term investment potential.
Marketing tech
fromMarketing Dive
1 week ago

PubMatic touts AI's role in stronger-than-expected Q3 earnings

PubMatic beat quarterly revenue expectations as CTV and omnichannel video grew strongly and an Nvidia AI partnership accelerated processing, supporting broader AI-driven programmatic growth.
fromwww.mercurynews.com
6 days ago

Peter Thiel's fund sold off entire Nvidia stake last quarter

Peter Thiel's hedge fund Thiel Macro LLC sold off its holdings in Nvidia Corp. during the third quarter, marking another retreat from the leading provider of artificial-intelligence chips. The fund offloaded its entire position of 537,742 shares in the world's premier AI chipmaker, which would have been worth about $100 million based on the closing price from Sept. 30. The Thiel Macro fund now counts Apple Inc., Microsoft Corp. and a reduced stake in Tesla Inc. as its main bets, according to a 13F filing.
Venture
fromFortune
6 days ago

Nvidia's Jensen Huang says 'to be a CEO is a lifetime of sacrifice,' but his parents prepared him for the 'pain and suffering' of leadership | Fortune

In retrospect, I could have been smarter myself, and to be CEO is a lifetime of sacrifice,
Business
Business
from24/7 Wall St.
1 week ago

Analysts Love Nvidia Heading into Wednesday Earnings

Analysts remain bullish on Nvidia, Gap, and Tesla, raising price targets and citing sales forecasts, brand recovery, product innovation, and autonomous-driving progress.
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